Schroder Recovery Fund L Income GBP

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average3 star
5-YearAbove AverageAverage4 star
10-Year--Not Rated
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Schroder Recovery Fund L Income GBP
  • FTSE AllSh TR GBP
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev23.87 %
3-Yr Mean Return8.30 %
 
3-Yr Sharpe Ratio0.32
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Value NR USD
3-Yr Beta1.411.20
3-Yr Alpha0.193.14
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)